法巴银行:欧洲汽车股被低估,AI受益逻辑需等待市场共识形成

格隆汇
Aug 16
法巴银行资产管理公司投资组合经理兼策略师Sophie Huynh表示,欧洲更可能是AI的受益者而非开发者,汽车行业将是受益者之一。目前欧洲汽车板块的股票非常便宜,以至于几乎没有人真正考虑其上行的潜力。关键在于理解市场何时会开始讨论这件事,因为可能要守着这些深度价值板块等上一两年,市场共识才会意识到它确实行得通。美国消费层面的很多利好消息已经被市场消化,所以美国经济的动能正在放缓,而欧洲才刚刚开始回升。

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